See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,031 | $112,881-56.6% | $90,951-46.1% | $158,922-69.1% |
| Participation rate | 86.4% | 74.7%+11.6pp | 69.0%+17.4pp | 82.0%+4.4pp |
| Annual return | 16.47% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $976 | $2,893-66.3% | $2,122-54.0% | $4,761-79.5% |
| Participant deferral / active EE | $5,587 | $4,128+35.4% | $3,373+65.7% | $5,982-6.6% |
| Admin fee / account holder | $1,122 | $8,041-86.0% | $5,959-81.2% | $11,246-90.0% |